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Job PurposeThe Regional Planning Director will support and promote the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. This individual acts as a consultant and liaison to the sales force and a business partner to their advisors by communicating, identifying, and helping to close sales opportunities. The Planning Director mentors, provides guidance, and trains other staff members.
Essential Responsibilities
Communicates advanced strategies concepts to wholesalers and representatives over the phone and in person. Conducts advanced strategies presentations on advanced sales concepts. Generates specific case illustrations for wholesalers and representatives in their territory. Develops and manages a business plan to enhance sales in assigned territory. Develops advanced strategies presentations, marketing materials, and white papers. Drafts summaries, articles, and presentations that address product, industry, and regulatory issues. Responds to, follows up on, and makes outbound calls to support sales. Conducts research and stays abreast of industry and regulatory changes to support consulting activities and the development of marketing materials. Conducts continuing education programs. Provides training to sales desk employees, external wholesalers, and other associates. Provides training and assistance to less experienced Advanced Strategies Consultants. Sets the example for advanced strategies conduct, commitment, and performance.
Other Duties
Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
Expertise in annuities, mutual funds, and other investment related sales strategies. Expertise in advanced case design, including but not limited to estate planning, taxation, retirement plans, and charitable giving. Strong verbal and written communication skills. Strong presentation skills with demonstrated experience in public speaking. Solid relationship building and interpersonal skills. Demonstrated sales skills. Strong research and analytical skills. Ability to work autonomously in a collegial environment. Up to 75%+ travel required.
Qualifications
- Bachelor's Degree required.
- Advanced degree or certification, including LLM, MBA, CIMA, CAIA, or CFA, required. JD, CFP, or CPA preferred.
- 8+ years of experience in financial services sales or consultation required.
- Securities Industry Essentials (SIE) required.
- FINRA Series 6 or 7 required.
Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.
Base Pay:
$ - $. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program and may be eligible to participate in our long-term incentives program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.Skills Required
- Bachelor's degree
- Advanced degree or certification, including LLM, MBA, CIMA, CAIA, or CFA
- 8 or more years of experience in financial services sales or consultation
- Securities Industry Essentials (SIE)
- FINRA Series 6 or Series 7
- JD, CFP, or CPA
What We Do
Jackson® is committed to helping clarify the complexity of retirement planning. Our range of annuity products, financial know-how, history of award-winning service*, and streamlined experiences strive to reduce the confusion that complicates retirement plans. We dedicate our time, money, and resources to strengthening financial literacy, striving to make sure every American has access to the resources they need to master their money and their future. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow. Interested in becoming one of our associates? We develop and celebrate talent in many areas, from sales and marketing to consulting and compliance. We know that diversity and inclusion make us all stronger together. Learn more about our products at jackson.com Contact Us Jackson.com 517/381-5500 – General Information 800/644-4565 – Contract Owners 877/565-2968 – Values and Contract Information * SQM (Service Quality Measurement Group) Contact Center Awards Program for 2004 and 2006-2021. (To achieve world-class certification, 80% or more of call-center customers surveyed must have rated their experience as very satisfied, the highest rating possible.) Jackson® is the marketing name for Jackson National Life Insurance Company® (Home Office: Lansing Michigan) and Jackson National Life Insurance Company of New York® (Home Office: Purchase New York). Jackson National Life Distributors LLC. SMPR1292 03/23
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